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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,581 | $112,729-80.9% | $98,716-78.1% | $137,256-84.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 4.49% | 38.48%-34.0pp | 31.81%-27.3pp | 220.34%-215.9pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,302 | $4,640-71.9% | $4,048-67.8% | $6,407-79.7% |
| Admin fee / account holder | $131,401 | $10,129+1197.3% | $8,703+1409.9% | $12,270+970.9% |